Roberts Wealth Advisors’s Norfolk Southern NSC Stock Holding History

Roberts Wealth Advisors’s Portfolio NSC Stock Details NSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$621K	Sell	1,975 -101	-5%	-$31.1K	0.14%	78
2026 Q1	$596K	Buy	2,076 +1	+0%	+$297	0.15%	78
2025 Q4	$599K	Sell	2,075 -225	-10%	-$65.1K	0.16%	75
2025 Q3	$691K	Sell	2,300 -200	-8%	-$55.6K	0.18%	71
2025 Q2	$640K	Sell	2,500 -400	-14%	-$94.3K	0.18%	69
2025 Q1	$687K	Sell	2,900 -250	-8%	-$60.9K	0.21%	72
2024 Q4	$757K	Buy	3,150 +950	+43%	+$242K	0.23%	68
2024 Q3	$535K	Sell	2,200 -100	-4%	-$24K	0.17%	72
2024 Q2	$492K	Hold	2,300	–	–	0.17%	70
2024 Q1	$565K	Buy	+2,300	New	+$569K	0.21%	70
2023 Q4	–	Sell	-2,600	Closed	-$540K	–	73
2023 Q3	$540K	Hold	2,600	–	–	0.24%	71
2023 Q2	$590K	Sell	2,600 -300	-10%	-$63.7K	0.26%	67
2023 Q1	$595K	Sell	2,900 -433	-13%	-$100K	0.27%	66
2022 Q4	$826K	Buy	3,333 +1,333	+67%	+$315K	0.4%	62
2022 Q3	$438K	Hold	2,000	–	–	0.22%	66
2022 Q2	$452K	Hold	2,000	–	–	0.2%	72
2022 Q1	$532K	Hold	2,000	–	–	0.21%	73
2021 Q4	$585K	Hold	2,000	–	–	0.21%	75
2021 Q3	$479K	Buy	+2,000	New	+$513K	0.19%	77

Other funds holding NSC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Roberts Wealth Advisors's NSC Position: Q2 2026 in Review

Roberts Wealth Advisors reduced its Norfolk Southern (NSC) stake by 4.9% in Q2 2026, selling an estimated $31.1K and leaving 1,975 shares worth $621K. The position accounts for 0.14% of the portfolio, ranked #78.

Roberts Wealth Advisors first reported a position in NSC in Q3 2021 and has held it in 19 quarters since. The position peaked at $826K in Q4 2022. 1,859 funds tracked by Wall St. Rank hold NSC as of Q2 2026.

Roberts Wealth Advisors held 1,975 shares of Norfolk Southern worth $621K as of Q2 2026.
Roberts Wealth Advisors sold 101 Norfolk Southern shares in Q2 2026, an estimated $31.1K.
Norfolk Southern made up 0.14% of Roberts Wealth Advisors's portfolio in Q2 2026, its #78 holding.
Roberts Wealth Advisors first reported a position in Norfolk Southern in Q3 2021 and has held it in 19 quarters since.
Roberts Wealth Advisors's Norfolk Southern position peaked at $826K in Q4 2022.
1,859 funds tracked by Wall St. Rank held Norfolk Southern as of Q2 2026.

Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.